Independent Wealth Network’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Independent Wealth Network’s Portfolio SMMV Stock Details SMMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,537	Closed	-$227K	–	219
2023 Q1	$227K	Sell	6,537 -198	-3%	-$6.99K	0.15%	167
2022 Q4	$233K	Sell	6,735 -326	-5%	-$11.2K	0.16%	153
2022 Q3	$225K	Buy	7,061 +4	+0.1%	+$140	0.18%	148
2022 Q2	$240K	Buy	7,057 +873	+14%	+$30.7K	0.17%	146
2022 Q1	$230K	Sell	6,184 -144	-2%	-$5.28K	0.15%	168
2021 Q4	$247K	Buy	6,328 +98	+2%	+$3.75K	0.15%	165
2021 Q3	$245K	Buy	+6,230	New	+$236K	0.16%	162

Other funds holding SMMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Wealth Network's SMMV Position: Q2 2023 in Review

Independent Wealth Network sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2023, closing a stake of 6,537 shares — an estimated $227K sold.

Independent Wealth Network first reported a position in SMMV in Q3 2021 and held it in 7 quarters. The position peaked at $247K in Q4 2021. 118 funds tracked by Wall St. Rank hold SMMV as of Q2 2023.

Independent Wealth Network reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Independent Wealth Network sold 6,537 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2023, an estimated $227K.
Independent Wealth Network first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2021 and held it in 7 quarters.
Independent Wealth Network's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $247K in Q4 2021.
118 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2023.

Based on Independent Wealth Network's 13F filing for Q2 2023, filed 12 Jul 2023.